Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Team Workload
See how work is spread across your team on the Assign Status tabs.
See how work is spread across your team: who has what, what is in progress and what is late.
Overview
This guide points you to the status tabs on the Team Members and Remote Members pages.
Who Can Access
Step-by-Step Guide
Open Assign Status
Go to Remote Members or Team Members and click Assign Status. The cards count all the work handed out with Assign Task: Assigned, Processing, Working, Completed and Overdue.
Compare your team
The table shows each member’s work by stage and how much is overdue. Click the arrow to see a member’s tasks. Filter by date, member or status, and use Export CSV to download it.
Other Status Tabs
The same pages have Order Status, Order Tasks, Ticket Status, To-Do Status, Client Status and Chat Status, each with its own filters and Export CSV.
On a Member’s Page
A member’s own page has Assigned Tasks and Assigned Order Tasks tabs. Members see their own progress on the Tasks Status page of their dashboard.